from inside the machinery of modern finance, it was all about addition, optimization, CAGRs, wealth creation. Only later did I realize that the more interesting—and more universal—question is subtraction, fragility, wealth wrecking and, ultimately, survival.
These writings explore the narrow and often invisible distance between growth and ruin: leverage, risk, fragility, and the patterns that repeat across history. They draw from markets, probability, the classics (yes, Homer, Virgil, those guys), and long observation of how people and systems behave under pressure.
I’m married to J, and we have two kids. We live in Southern California, close enough to the ocean and the mountains to feel their pull. Outside of work, I’m usually outdoors with my family or reading old books. Both shape how I think about risk, resilience, and what lasts.